How to Use Vendors & Customers

Track vendors to keep a record of all the work they complete for you and track customers to see the work you complete on their behalf.

Keeping track of your third-party vendors and your customer information is vital for accurate reporting, invoicing, and issuing accurate purchase orders. With UpKeep you can easily enter in vendor and/or customer information to then attach to work orders, assets, and parts.

Collaborate seamlessly through the web app or on mobile to efficiently complete tasks with external team members whether you're in or out of the office.

Make sure you're keeping track of customers and the work you do for them.

 

Steps to Add a Vendor

Step 1: Navigate to the "Vendors & Customers" tab
Step 2: Click the "+ Vendor" button
Step 3: Fill out your vendor's information
Step 4: Click "Add Vendor"

 

Steps to Add a Customer

Step 1: Navigate to the "Vendors & Customers" tab
Step 2: Switch from the "Vendor" toggle to the "Customers" toggle at the top
Step 3: Click the "+ Customer" button
Step 4: Fill out your customer's information
Step 5: Click "Add Customer"